Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL COUNSELING RESOURCES, LLC | 33-0843823 | — | NONE | $67K | — |
| CHARLES SCHWAB | 42-1558009 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Mkt Idx | Other securities | — | — | $14.4M | 42.9% | |
| Vanguard Tot Bd Mkt Idx Adm | Other securities | — | — | $6.4M | 19.2% | |
| Fidelity International Index | Other securities | — | — | $4.3M | 12.7% | |
| Standard Stable Asset D | Other securities | — | — | $4.0M | 12.0% | |
| Participant loans | Participant loans | — | $0 | $1.1M | 3.3% | |
| Vanguard Growth Index Adm | Other securities | — | — | $678K | 2.0% | |
| Vanguard 500 Index Adm | Other securities | — | — | $610K | 1.8% | |
| Vanguard EmergMktStkIdx Adm | Other securities | — | — | $544K | 1.6% | |
| Janus Hend Glb Tech & Innv I | Other securities | — | — | $491K | 1.5% | |
| Fidelity Multi Asset Index | Other securities | — | — | $194K | 0.6% | |
| Vanguard Dev Mkts Index Adm | Other securities | — | — | $107K | 0.3% | |
| Vanguard Value Index Adm | Other securities | — | — | $102K | 0.3% | |
| MFS Mid Cap Growth R6 | Other securities | — | — | $101K | 0.3% | |
| American Funds New Perspctv R6 | Other securities | — | — | $75K | 0.2% | |
| Vanguard Mid Cap Index Adm | Other securities | — | — | $57K | 0.2% | |
| T.Rowe Price Health Sci-T | Other securities | — | — | $56K | 0.2% | |
| Vanguard Mid Cap Val Idx Adm | Other securities | — | — | $42K | 0.1% | |
| Invesco Gold & Spcl Mnrls R6 | Other securities | — | — | $36K | 0.1% | |
| Fidelity Advisor Sm Cp Gr I | Other securities | — | — | $34K | 0.1% | |
| Vanguard Tot Wld Stk Idx Adm | Other securities | — | — | $33K | <0.1% | |
| PIMCO Income Instl | Other securities | — | — | $30K | <0.1% | |
| PGIM High Yield R6 | Other securities | — | — | $28K | <0.1% | |
| American Funds Amer Balancd R6 | Other securities | — | — | $27K | <0.1% | |
| Columbia Sm Cap Idx Instl 2 | Other securities | — | — | $16K | <0.1% | |
| JHancock Bond R6 | Other securities | — | — | $15K | <0.1% | |
| Cohen & Steers Instl Realty | Other securities | — | — | $13K | <0.1% | |
| American Century SmCpVal R6 | Other securities | — | — | $12K | <0.1% | |
| American Funds SMALLCAP Wld R6 | Other securities | — | — | $7K | <0.1% | |
| Vanguard Wellesley Inc Adm | Common Stock | — | — | $4K | <0.1% | |
| Vanguard Int T Trs Idx Adm | Other securities | — | — | $3K | <0.1% | |
| Cash in investment account | Cash / Money Market | — | — | $275 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
